Press Release: Planned Giving Round Table of Northern Nevada Named National Association of Charitable Gift Planners Council of the Year

Wednesday, December 31, 1969

Indianapolis, IN -- The Planned Giving Round Table of Northern Nevada (PGRT) was awarded the honor of the National Association of Charitable Gift Planners (CGP) Council of the Year at the 2022 CGP Conference in Reno, Nevada.

The CGP Council of the Year award recognizes a council that demonstrates significant achievement in the preceding year. This award celebrates innovative programming, special events, membership growth, community impact and other areas of contribution to the charitable gift planning field.

PGRT is a non-profit professional organization dedicated to advancing and promoting charitable gift and estate planning in the Northern Nevada community. Each year, PGRT offers a variety of educational content and programming that are designed to enhance member’s professional development and foster a collaboration among the disciplines that involve planned giving. ​

The nominator of Planned Giving Round Table of Northern Nevada’s noted their impressive strides in programs, professional development, continuing education and scholarship opportunities.

PGRT hosts in person programs and seminars on the topics of estate, tax and gift planning.
They provide opportunities for networking with other gift planners, including accountants, attorneys, development officers, and financial planners. Their programs regularly include regionally and nationally-recognized speakers and experts on important topics.They also provide updates to their members on tax code changes and legislation that are related to charitable gift planning.

The Planned Giving Round Table of Northern Nevada offers scholarships for nonprofit professionals, small-shop and independent allied professionals, or fundraising professionals new to the field of planned giving. The scholarship includes a one-year PGRT membership. Those who receive the scholarship agree to regularly attend events and support the efforts of the board’s committees and task forces in areas of membership, marketing, and programing. These scholarships are made possible through the generosity of the PGRT Board and other supporters. 

“Planned Giving Round table of Northern Nevada is incredibly grateful for past leadership, current board members, sponsors, and especially our members,” says current PGRT President Danny Schenker. “This award is a culmination of everyone’s effort who have touched PGRT in one way or another over the past 18 years. I would like to thank everyone for making PGRT what it is today. We could not have done it without you!”

PGRT also utilizes unique programs for their in person and virtual programming and networking events. They have an Annual Sponsor, Program Sponsorship, Email & Print Marketing Sponsorship, and Scholarship Fund Sponsorship, as well as a la carte sponsorships. These sponsorships allow them to provide fuller and more comprehensive services and opportunities for their members. 

Planned Giving Round Table of Northern Nevada leadership sets the tone for engagement and community impact. PGRT received the 100% Giving Board Award in 2021. PGRT builds a community of philanthropy through education, communication and charitable gift planning.

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help enrich and advance careers. We connect colleagues at all levels through our national network, including those who defined the field. We exist to serve our distinguished profession and bring life to charitable gift planning.

 

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Press Release: Dave Stokley receives National Association of Charitable Gift Planners Rising Star Award

Wednesday, December 31, 1969

Indianapolis, IN -- Dave Stokley, JD, AEP, of Cleveland, Ohio, recently received the prestigious honor of the National Association of Charitable Gift Planners (CGP) Rising Star Award 2022 CGP Conference in Reno, Nevada.

The Rising Star Award is given to a newcomer in the field of charitable gift planning with outstanding talent and potential. The work of charitable gift planning is ever changing and expanding; this award encourages recipients to consider a lifelong pursuit of the field and continue active membership in their local councils and national association.

Dave Stokley is a planned giving professional with previous experience as legacy giving officer, charitable trust administrator, and estate planning attorney. He is involved in a variety of community boards and activities. His professional talents and dedication to his community were noted by his nominator for this award.

Previously a Gift Planning Advisor at the Cleveland Foundation, Stokley began a new role as Senior Director, Planned Gifts for The Humane Society of the United States in October. At The Humane Society of the United States, Stokley helps individuals who care about animals accomplish their philanthropic goals, make a personal impact, and create a long-lasting legacy. 

Stokley earned his J.D. from The Ohio State University Moritz College of Law where he also served as the Managing Editor of The Ohio State Journal on Dispute Resolution. He received his B.A. from Wittenberg University and has an Accredited Estate Planner (AEP) certification from the National Association of Estate Planning Councils. 

“More than anything this award is a testament to the generosity of the many great mentors I’ve had throughout my career, including Diane Strachan, Augie Napoli, Chuck Miller, Terri Eason, Mike Walczak, Don Laubacher, and many others,” said Stokley, “I’m so grateful to all of them for their time, knowledge, and support.”

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help enrich and advance careers. We connect colleagues at all levels through our national network, including those who defined the field. We exist to serve our distinguished profession and bring life to charitable gift planning.


 

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Four Data Points from 2022 CGP Conference

Posted by aleverenz on Nov 15, 2022 12:23:00 PM

Nearly 800 gift planners attended this year’s CGP Conference in Reno, NV. Why do attendees say the conference is so valuable? For one thing, it’s a clearinghouse for data that shape realistic expectations for gift planning success, including these:

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National Association of Charitable Gift Planners inducts new Hall of Fame class

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) has selected four individuals to be inducted into the CGP Hall of Fame. The 2022 Hall of Fame class includes Charles W. Collier (deceased), Philip Cubeta, Emil J. Kallina II, and Winton C. Smith Jr. The 2022 Hall of Fame class will be honored at the CGP national conference in Reno, Nevada, on October 26th.

The Hall of Fame is CGP’s highest honor. The lifetime achievement award recognizes those whose life's work impacts charitable gift planning in profound and meaningful ways, advancing the mission of CGP and bringing credit to all the professions engaged in charitable planning. The inductees have devoted service to and support of the field for a minimum of 10 years and have been outstanding influencers in the work of charitable gift planning.

Charles W. Collier was the senior philanthropic advisor at Harvard University for 25 years. He graduated from Andover Academy, received a bachelor’s degree in religion from Dartmouth College and a MTS degree from Harvard Divinity School. He began his career in educational advancement at Dartmouth and worked as a major gift officer at Andover, a planned giving officer at Brown University and Director of Planned Giving at Princeton University before joining Harvard University in 1986. While at Harvard, Charlie became a pioneer and internationally recognized expert in philanthropic advisory and family wealth counseling.

Charlie wrote Wealth in Families which Harvard University published in 2001. The book became a widely heralded resource for professionals advising family-owned businesses and family wealth counselors. In 2004, Charlie was named to the NonProfit Times Power & Influence Top 50. In 2012, he received the Fithian Leadership Award from the International Association of Advisors in Philanthropy and the Harvard Medal for “extraordinary service to the University.” In 2014 he was awarded the Lifetime Achievement Award from the Family Wealth Report. When he was diagnosed with early-onset Alzheimer’s in 2008, he became an advocate for the disease and its sufferers. The Cure Alzheimer’s Fund honored Charlie in 2014 for his work as an Alzheimer’s advocate. 

Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP® is a Professor of Practice in Philanthropy at The American College of Financial Services. Prior to this, he served as the Wallace Chair in Philanthropy at The College, where he was responsible for the Chartered Advisor in Philanthropy (CAP®) designation.

Before joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.

Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Masters of Science in Financial Services (MSFS) from The American College.

Phil serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter). He is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy. In that year he was also the “Power of the Purse” awardee (Advisor category) from Dallas Women’s Foundation.  He has served on the Board of National Association of Estate Planners and Councils. And he is a member of The Leadership Institute of National Association of Charitable Gift Planners.